Targeting Efforts: Making Impact Happen
Overview
Much has been documented about the transformation that is occurring around making money while also making a difference. Impact Investing, which was once was a nice idea is now becoming a mandate as approximately $30 trillion of wealth is projected to be inherited by the Millennial and Gen X Generations. These generations of inheritors expect engagement in impact. As chronicled by Deloitte, 5,000 Millennials in 18 countries ranked “to improve society” as their number one priority above “making a profit.” The question of SHOULD we become involved in social and impact investing has now been replaced with, “HOW do we get involved?” BUT…family members and investors are continually asking the operant question…”How do you innovate impact investing into financial strategy?”
Please join Gretchen and Ruth for an informal conversation on making impact investment part of your and your client’s investment strategy by aligning products with values